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Modify a customer

Modified: 7 Jun 2026 Viewpoint Estimating Accounts Receivable Help
  1. Open the Customer screen.
  2. In the Customer field, do one of the following:
    • Enter the code of the customer you want to modify and press Tab.
    • Click to select the customer you want to modify from a Lookup List.
  3. Complete the fields as described on the Customer Screen Field Reference.
  4. Click Save Customer.
Submit

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